FxCore CRM Description

FxCore CRM is a specialized customer relationship management system designed for forex brokers, CFD brokers, prop trading companies, and financial service providers. It enhances the efficiency of client onboarding processes, KYC/AML checks, affiliate and introducing broker management, as well as handling deposits and withdrawals, all while ensuring compliance with regulatory requirements. Users benefit from seamless integration with MT4 and MT5, allowing them to monitor trading accounts and activities in real-time, complemented by robust role-based access controls and comprehensive reporting features. Additionally, the platform offers revenue tracking dashboards to help users analyze their financial performance effectively. This combination of features makes FxCore CRM an invaluable tool for firms operating in the highly competitive financial sector.

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Pricing

Pricing Starts At:
999
Pricing Information:
FxCore CRM pricing starts at $999/month and scales based on the number of users, integrations, and trading volume. Custom enterprise plans are available for larger brokerages and prop trading firms with advanced compliance, reporting, or white-label needs. Contact us for a tailored quote.
Free Version:
Yes
Free Trial:
Yes

Integrations

API:
Yes, FxCore CRM has an API
View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
FxCore CRM
Year Founded:
2020
Headquarters:
United Arab Emirates
Website:
fxcorecrm.com
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Media

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Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

FxCore CRM Features and Options

FxCore CRM User Reviews

Write a Review
  • Name: Prajval P.
    Job Title: Business Development Executive
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy to use CRM for managing forex clients

    Edited: Jul 28 2026

    Summary: My overall experience with FxCore CRM has been positive. It helps our team organize customer information, track sales activities, and manage follow-ups more efficiently. The setup was straightforward, and the platform has become part of our daily workflow. Overall, it has improved our productivity.

    Positive: We use FxCore CRM every day to manage leads, customer information, and follow-up tasks. The interface is easy to understand, and the automation features help reduce manual work. The reporting tools and customer support have been helpful for our team.

    Negative: The software works well overall. I would like to see more report customization options and additional integrations with third-party tools. These improvements would make the platform even more flexible.

    Read More...
  • Name: Devid R.
    Job Title: Business Development Executive
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Reliable All-in-One CRM for Forex Brokerage Operations

    Edited: Jul 02 2026

    Summary: FxCore CRM has been a solid choice for managing our brokerage's day-to-day operations. Between the MT5 integration, IB management, and KYC automation, it's brought a lot of our previously manual processes into one platform. A few rough edges early on, but nothing that outweighed the overall value it's added to how we run things.

    Positive: MT5 integration was quick to set up. IB/partner tracking has cut down a lot of manual work — commissions and partner activity are all in one place instead of spreadsheets. KYC automation noticeably speeds up client onboarding, and the dashboard gives a clean overview of trading activity and client data. Support has been responsive whenever we needed help with setup or customization.

    Negative: There's a small learning curve when first setting up all the modules and getting familiar with the dashboard. More detailed documentation or guided walkthroughs for advanced features would help new users ramp up faster.

    Read More...
    FxCore CRM Company Response
    Date: Jul 03 2026
    Thank you Devid for this detailed review! Really glad to hear MT5 integration and IB management automation have made a genuine difference to your daily operations. Your feedback on documentation is noted — we are actively building more guided walkthroughs for advanced features. Appreciate you taking the time to share your experience with FxCore CRM. — Karan, FxCore CRM Team
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